We are live on ! Find out more
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
326
Larson Financial Group
Missouri
$1.83K – – –
GWM
327
Geneos Wealth Management
Colorado
$1.77K – – –
PK
328
Pflug Koory
Nebraska
$1.77K – – –
SIS
329
Strategic Investment Solutions
Illinois
$1.77K – – –
TWD
330
True Wealth Design
Ohio
$1.72K – – –
WSFS
331
Wilmington Savings Fund Society
Delaware
$1.72K +$1.44K +97 New
SPIA
332
Steward Partners Investment Advisory
New York
$1.71K -$742 -50 -34%
AF
333
Alerus Financial
North Dakota
$1.49K – – –
T
334
Tidemark
California
$1.33K – – –
TWM
335
Tripletail Wealth Management
Florida
$1.3K +$1.07K +72 New
TFM
336
TFC Financial Management
Massachusetts
$1.12K – – –
FGA
337
Fortis Group Advisors
New Jersey
$1.06K – – –
PMFA
338
Plante Moran Financial Advisors
Michigan
$939 +$786 +53 New
FMII
339
Farmers & Merchants Investments Inc
Nebraska
$886 – – –
KFI
340
Key Financial Inc
Pennsylvania
$833 +$697 +47 New
CPG
341
Cornerstone Planning Group
New Jersey
$761 – – –
CA
342
Continuum Advisory
Idaho
$744 +$623 +42 New
MCM
343
Manchester Capital Management
Vermont
$709 – – –
CCWM
344
Cassaday & Co Wealth Management
Virginia
$692 – – –
CSC
345
Caldwell Sutter Capital
California
$620 – – –
SC
346
SouthState Corp
Florida
$532 – – –
WT
347
Whittier Trust
California
$507 +$445 +30 New
GWP
348
Gen-Wealth Partners
Michigan
$443 – – –
AW
349
Ankerstar Wealth
Texas
$372 – – –
PWA
350
Physician Wealth Advisors
Utah
$355 +$297 +20 New